Teach Wealth management course to PGDM students

Responsible for conducting risk analysis of equity mutual fund schemes, PMS and offshore products offered by Birla Sunlife AMCAssess the business risk for the AMC by analyzing impact on profitability under various scenariosAssess process and product risk for new products/process offerings

Part of the team setting up the Investment Advisory & Family Office Operations at ICICI Securities Private Wealth ManagementResponsible for conducting comprehensive review of client portfolios, assess strategies for clients based on individual objectives and risk-return expectations, identify opportunities and prepare customized asset allocation suggestionsManaging the entire investment advisory process – client risk profiling, strategic asset allocations basis risk-return expectations and asset allocation based model portfolio

Mutual Funds Division

Quality Assurance Department